Geometric Wealth Advisors Dimensional ETF Tr Put Options Transaction History
Geometric Wealth Advisors
- $529 Million
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFAX
# of Institutions
588Shares Held
245MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$302 Million3.18% of portfolio
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Envestnet Asset Management Inc7.7MShares$207 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$204 Million0.08% of portfolio
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Commonwealth Equity Services, LLC6.03MShares$162 Million0.22% of portfolio
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Rfg Advisory, LLC Birmingham, AL5.74MShares$155 Million4.32% of portfolio